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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $30,202 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,914 | $71,534+97.0% | $98,462+43.1% | $71,529+97.0% |
| Participation rate | 63.1% | 72.7%-9.6pp | 75.2%-12.1pp | 67.9%-4.9pp |
| Annual return | 12.75% | 32.44%-19.7pp | 21.17%-8.4pp | 28.97%-16.2pp |
| Employer contribution / active EE | $2,470 | $2,399+3.0% | $3,049-19.0% | $2,590-4.6% |
| Participant deferral / active EE | $6,008 | $4,109+46.2% | $4,738+26.8% | $4,291+40.0% |
| Admin fee / account holder | $376 | $1,677-77.6% | $8,875-95.8% | $1,588-76.3% |